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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,882 | $181,896-48.4% | $156,551-40.0% | $273,972-65.7% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 7.93% | 30.74%-22.8pp | 32.23%-24.3pp | 41.46%-33.5pp |
| Employer contribution / active EE | $4,462 | $6,248-28.6% | $5,501-18.9% | $4,869-8.4% |
| Participant deferral / active EE | $9,951 | $5,550+79.3% | $4,871+104.3% | $5,287+88.2% |
| Admin fee / account holder | $29,247 | $15,560+88.0% | $13,028+124.5% | $10,133+188.6% |